High Point Financial Group provides individuals, families, and business owners with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you're going and how to get there. Some of our key services are detailed below.
Executive Benefits
Succession Planning
Key Person Insurance
Funding Buy-Sell Agreements
Funding Deferred Compensation
Exit Planning
Wealth Management and Retirement Planning
Financial Planning
Estate Planning
Asset Protection
Charitable Planning
Investment Management
Disability and Extended Care Needs
401(k) and IRA Rollovers